JMOM vs SPYX
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceJMOM has outperformed SPYX, delivering a return of +14.4% compared to +13.0%
JMOM vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$2.60B
Winner
SPYX
$2.80B
Expense Ratio
Winner
JMOM
0.12%
SPYX
0.20%
Max Drawdown
JMOM
34.31%
Winner
SPYX
33.23%
Sharpe Ratio
Winner
JMOM
1.47
SPYX
1.37
5Y Beta
JMOM
1.06
Winner
SPYX
0.99
P/E Ratio
JMOM
32.33
Winner
SPYX
25.77
Forward P/E
Winner
JMOM
20.41
SPYX
20.77
PEG Ratio
JMOM
N/A
SPYX
0.29
5Y Dividends CAGR
Winner
JMOM
14.90%
SPYX
5.35%
5Y EPS CAGR
JMOM
21.13%
Winner
SPYX
29.70%
Debt to Equity
Winner
JMOM
33.46%
SPYX
59.38%
P/S Ratio
Winner
JMOM
2.35
SPYX
3.76
P/B Ratio
Winner
JMOM
4.98
SPYX
5.67
JMOM vs SPYX - Holdings Comparison
JMOM and SPYX have 105 common holdings. Overlap is 24.16%
JMOM's top 25 holdings weight is 31.79%. SPYX's top 25 holdings weight is 51.00%.
| Rank | JMOM | SPYX |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 2.15% | NVIDIA CORP (NVDA) - 8.25% |
| #2 | APPLE INC (AAPL) - 2.13% | APPLE INC (AAPL) - 7.10% |
| #3 | BROADCOM INC (AVGO) - 2.04% | MICROSOFT CORP (MSFT) - 5.63% |
| #4 | NVIDIA CORP (NVDA) - 2.03% | AMAZON.COM INC (AMZN) - 4.15% |
| #5 | MICRON TECHNOLOGY INC (MU) - 1.99% | ALPHABET INC CLASS A (GOOGL) - 3.30% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 1.95% | BROADCOM INC (AVGO) - 3.08% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.81% | ALPHABET INC CLASS C (GOOG) - 2.64% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.77% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #9 | MICROSOFT CORP (MSFT) - 1.66% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #10 | INTEL CORP (INTC) - 1.40% | JPMORGAN CHASE & CO (JPM) - 1.50% |
| #11 | WALMART INC (WMT) - 1.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.48% |
| #12 | CATERPILLAR INC (CAT) - 1.20% | ELI LILLY AND CO (LLY) - 1.44% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.13% | TESLA INC (TSLA) - 1.41% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.11% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.11% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #16 | ABBVIE INC (ABBV) - 1.08% | VISA INC CLASS A (V) - 0.95% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.04% | WALMART INC (WMT) - 0.76% |
| #18 | GE AEROSPACE (GE) - 1.02% | INTEL CORP (INTC) - 0.74% |
| #19 | n/a (PLTR) - 0.99% | CISCO SYSTEMS INC (CSCO) - 0.74% |
| #20 | GE VERNOVA INC (GEV) - 0.98% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #21 | CLOUDFLARE INC (NET) - 0.40% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #22 | 3M CO (MMM) - 0.40% | UNION PACIFIC CORP (UNP) - 0.27% |
| #23 | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.39% | TJX COMPANIES INC (TJX) - 0.27% |
| #24 | GENERAL MOTORS CO (GM) - 0.39% | CHARLES SCHWAB CORP (SCHW) - 0.27% |
| #25 | MCKESSON CORP (MCK) - 0.39% | THE WALT DISNEY CO (DIS) - 0.27% |
| Total Holdings | 254 | 452 |
JMOM vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
JMOM
+1.65%
Winner
SPYX
+3.56%
3M
Winner
JMOM
+8.43%
SPYX
+6.28%
6M
Winner
JMOM
+19.92%
SPYX
+12.72%
1Y
Winner
JMOM
+31.42%
SPYX
+23.24%
5Y(CAGR)
Winner
JMOM
+14.37%
SPYX
+12.99%
10Y(CAGR)
Winner
JMOM
+16.19%
SPYX
+15.44%
Max(CAGR)
Winner
JMOM
+16.19%
SPYX
+14.90%
JMOM vs SPYX - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | SPYX |
|---|---|---|
| 2026 | +23.00% | +13.50% |
| 2025 | +17.75% | +18.23% |
| 2024 | +29.74% | +26.04% |
| 2023 | +23.74% | +27.44% |
| 2022 | -20.41% | -19.97% |
| 2021 | +26.82% | +30.12% |
| 2020 | +28.12% | +18.84% |
| 2019 | +28.88% | +31.63% |
| 2018 | -5.24% | -4.86% |
| 2017 | +3.32% | +22.61% |
| 2016 | N/A | +12.60% |
| 2015 | N/A | -2.02% |
JMOM vs SPYX Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current JMOM drawdown is -1.39%.
| Rank | JMOM | SPYX |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -8.02% Jun 30, 2026 - Jul 29, 2026 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | -6.24% Mar 21, 2024 - May 15, 2024 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between JMOM and SPYX is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2015 - 2026)
JMOM vs SPYX dividend yield comparison.
| Year | JMOM | SPYX |
|---|---|---|
| 2026 | 0.33% | 0.42% |
| 2025 | 0.86% | 0.91% |
| 2024 | 0.75% | 1.05% |
| 2023 | 1.21% | 1.21% |
| 2022 | 1.39% | 1.41% |
| 2021 | 0.64% | 1.04% |
| 2020 | 0.85% | 1.33% |
| 2019 | 1.11% | 1.56% |
| 2018 | 1.38% | 1.92% |
| 2017 | 0.29% | 1.68% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 0.16% |
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